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Fund detail

Greenwoods Asset Management (Jinzhi)

china, value, quality, active

Quarters 21
2024-06-30 $3.79B
Positions 41
Showing 13 of 13 rows (filtered from 47)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 PDD HOLDINGS INC PDD $692.3M 18.24% 5,206,948 +1,572,281 +43.26% 13.10% 2021-03-31 $133 ~$95 +39.48%
2 TAIWAN SEMICONDUCTOR MFG LTD TSM $472.3M 12.45% 2,717,559 +1,164,943 +75.03% 6.55% 2021-03-31 $174 ~$134 +29.85%
3 MICROSOFT CORP MSFT $404.9M 10.67% 905,853 +1,084 +0.12% 11.80% 2021-03-31 $447 ~$312 +43.47%
4 NETEASE INC NTES $365.1M 9.62% 3,819,507 +1,251,854 +48.75% 8.24% 2021-03-31 $96 ~$98 -2.27%
5 FULL TRUCK ALLIANCE CO LTD YMM $217.0M 5.72% 26,985,624 +11,387,355 +73.00% 3.52% 2021-06-30 $8 ~$8 +3.29%
6 NEW ORIENTAL ED & TECHNOLOGY EDU $155.7M 4.10% 2,003,010 +127,700 +6.81% 5.05% 2022-09-30 $78 ~$43 +80.97%
7 FUTU HLDGS LTD FUTU $152.9M 4.03% 2,330,725 +110,558 +4.98% 3.73% 2021-03-31 $66 ~$49 +32.63%
8 NVIDIA CORPORATION NVDA $134.7M 3.55% 1,090,104 +903,622 +484.56% 5.22% 2021-03-31 $124 ~$48 +155.88%
9 TAL EDUCATION GROUP TAL $34.7M 0.91% 3,252,897 +286,500 +9.66% 1.04% 2021-03-31 $11 ~$17 -37.36%
10 TENCENT MUSIC ENTMT GROUP TME $21.1M 0.56% 1,501,678 +41,678 +2.85% 0.51% 2022-03-31 $14 ~$5 +176.30%
11 ALIBABA GROUP HLDG LTD BABA $17.4M 0.46% 241,402 +184,296 +322.73% 0.13% 2021-03-31 $72 ~$79 -8.42%
12 KE HLDGS INC BEKE $11.0M 0.29% 780,872 +597,931 +326.84% 0.08% 2021-03-31 $14 ~$17 -15.94%
13 TRIP COM GROUP LTD TCOM $10.9M 0.29% 231,400 +128,900 +125.76% 0.14% 2024-03-31 $47 ~$45 +5.01%